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Retirement Consolidation Specialist

7/11/2025

No location specified

Job Summary

A company is looking for a Retirement Consolidation Specialist - Education Rep.

Key Responsibilities
  • Provide education on asset consolidation to retirement plan participants and partners
  • Assist participants with enrollment processes and handle rollover transactions
  • Collaborate with relationship managers and channel partners to address participant needs
Required Qualifications
  • Bachelor's degree in a business field or equivalent experience
  • One year of experience in the financial services industry
  • Proficiency using MS Office
  • Experience with customer relationship management (CRM) systems is preferred

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